Dynamic Advisor Solutions’s Lloyds Banking Group LYG Stock Holding History

Dynamic Advisor Solutions’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.1K	Buy	14,256 +3,835	+37%	+$20.8K	﹤0.01%	1033
2026 Q1	$52.4K	Sell	10,421 -312	-3%	-$1.71K	﹤0.01%	954
2025 Q4	$56.9K	Buy	+10,733	New	+$52K	﹤0.01%	925
2025 Q2	–	Sell	-11,563	Closed	-$44.2K	–	916
2025 Q1	$44.2K	Buy	11,563 +527	+5%	+$1.74K	﹤0.01%	839
2024 Q4	$30K	Sell	11,036 -86,222	-89%	-$246K	﹤0.01%	647
2024 Q3	$303K	Buy	97,258 +4,337	+5%	+$13K	0.01%	746
2024 Q2	$254K	Buy	92,921 +25,280	+37%	+$67.8K	0.01%	817
2024 Q1	$175K	Buy	67,641 +241	+0.4%	+$553	0.01%	877
2023 Q4	$160K	Buy	67,400 +1,650	+3%	+$3.53K	0.01%	851
2023 Q3	$140K	Buy	+65,750	New	+$143K	0.01%	796
2022 Q3	–	Sell	-12,997	Closed	-$27K	–	724
2022 Q2	$27K	Buy	+12,997	New	+$28.7K	﹤0.01%	692

Other funds holding LYG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dynamic Advisor Solutions's LYG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Lloyds Banking Group (LYG) stake by 37% in Q2 2026, buying an estimated $20.8K and bringing the position to 14,256 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Dynamic Advisor Solutions first reported a position in LYG in Q2 2022 and has held it in 11 quarters since. The position peaked at $303K in Q3 2024. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Dynamic Advisor Solutions held 14,256 shares of Lloyds Banking Group worth $83.1K as of Q2 2026.
Dynamic Advisor Solutions bought 3,835 Lloyds Banking Group shares in Q2 2026, an estimated $20.8K.
Lloyds Banking Group made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1033 holding.
Dynamic Advisor Solutions first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 11 quarters since.
Dynamic Advisor Solutions's Lloyds Banking Group position peaked at $303K in Q3 2024.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.